Marion Wealth Management
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Marion Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Marion Wealth Management’s Portfolio PEG Stock Details PEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-2,600
Closed -$211K – 163
2026
Q2 		$211K Hold
2,600
– – 0.04% 152
2026
Q1 		$210K Hold
2,600
– – 0.05% 140
2025
Q4 		$204K Hold
2,600
– – 0.05% 142
2025
Q3 		$217K Hold
2,600
– – 0.05% 125
2025
Q2 		$219K Hold
2,600
– – 0.05% 126
2025
Q1 		$214K Hold
2,600
– – 0.06% 122
2024
Q4 		$220K Sell
2,600
-100
-4% -$8.85K 0.06% 123
2024
Q3 		$241K Buy
+2,700
New +$215K 0.06% 117

Other funds holding PEG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Marion Wealth Management's PEG Position: Q3 2026 in Review

Marion Wealth Management sold out of Public Service Enterprise Group (PEG) in Q3 2026, closing a stake of 2,600 shares — an estimated $211K sold.

Marion Wealth Management first reported a position in PEG in Q3 2024 and held it in 8 quarters. The position peaked at $241K in Q3 2024. 1,058 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

  • Marion Wealth Management reported no remaining Public Service Enterprise Group position as of Q3 2026 after selling out during the quarter.
  • Marion Wealth Management sold 2,600 Public Service Enterprise Group shares in Q3 2026, an estimated $211K.
  • Marion Wealth Management first reported a position in Public Service Enterprise Group in Q3 2024 and held it in 8 quarters.
  • Marion Wealth Management's Public Service Enterprise Group position peaked at $241K in Q3 2024.
  • 1,058 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Marion Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.